Chinese Memory Prices Not Slashed, Report Finds

Contrary to speculation that Chinese memory manufacturers are aggressively undercutting market prices to gain share, reports from the Taipei International Computer Show (COMPUTEX 2026) suggest a different reality for Changxin Memory (CXMT). Interviews with several memory vendors indicate that CXMT's DDR5 solutions are priced comparably to those offered by industry giants Samsung, SK Hynix, and Micron.

While CXMT has been watched for its potential to alleviate the current DRAM price surge, the on-the-ground reporting from COMPUTEX reveals that its pricing is not a significant differentiator. The company's advantage appears to stem from its substantial DRAM resources and its strategic decision not to prioritize or supply high-end solutions like HBM and SODIMM to artificial intelligence clients. Instead, CXMT seems focused on consolidating its position within the traditional DRAM market.

Technologically, CXMT is still working to match the capabilities of its global competitors. Currently, its DDR5 memory is primarily suited for entry-level and mainstream modules, with the highest observed speed at 8000MT/s. Although RDIMM production is underway, the company lags behind in more advanced solutions such as CUDIMM, CQDIMM, MRDIMM, and CSODIMM.

However, CXMT employs a flexible policy by not charging penalties for default on DRAM orders, a stark contrast to global memory manufacturers who typically require full payment to secure supply and impose hefty penalties for non-payment. This flexible approach helps CXMT attract memory suppliers, offering a unique selling proposition in a competitive market.